Wells Fargo & Company Cuts TransUnion (NYSE:TRU) Price Target to $100.00

TransUnion (NYSE:TRU) had its price objective reduced by Wells Fargo & Company from $118.00 to $100.00 in a report published on Wednesday morning,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the business services provider’s stock.

A number of other equities analysts have also weighed in on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, October 8th. Robert W. Baird set a $125.00 target price on shares of TransUnion in a report on Friday, October 24th. UBS Group set a $90.00 price target on TransUnion and gave the company a “neutral” rating in a report on Friday, October 24th. Needham & Company LLC reaffirmed a “buy” rating and issued a $115.00 price objective on shares of TransUnion in a research note on Monday, October 20th. Finally, BMO Capital Markets lifted their target price on TransUnion from $104.00 to $105.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. Eight analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, TransUnion has an average rating of “Moderate Buy” and a consensus target price of $101.08.

TransUnion Trading Up 1.2%

NYSE:TRU opened at $86.30 on Wednesday. TransUnion has a one year low of $66.38 and a one year high of $101.19. The business has a fifty day moving average price of $84.29 and a 200-day moving average price of $86.40. The firm has a market capitalization of $16.76 billion, a price-to-earnings ratio of 40.33, a price-to-earnings-growth ratio of 1.61 and a beta of 1.72. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 2.01.

TransUnion (NYSE:TRU) last released its quarterly earnings results on Thursday, October 23rd. The business services provider reported $1.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.04 by $0.06. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.The business had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. During the same quarter in the previous year, the company posted $1.04 earnings per share. TransUnion’s revenue for the quarter was up 7.8% on a year-over-year basis. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS and its FY 2025 guidance at 4.190-4.250 EPS. Sell-side analysts forecast that TransUnion will post 3.99 EPS for the current year.

TransUnion Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, December 8th. Stockholders of record on Friday, November 21st were issued a $0.115 dividend. The ex-dividend date was Friday, November 21st. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.5%. TransUnion’s payout ratio is 21.50%.

Insider Buying and Selling at TransUnion

In related news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $42,855.00. Following the completion of the transaction, the insider directly owned 32,225 shares of the company’s stock, valued at approximately $2,762,004.75. The trade was a 1.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the transaction, the insider directly owned 61,592 shares in the company, valued at approximately $5,279,050.32. This represents a 1.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 8,318 shares of company stock worth $704,958 over the last ninety days. Company insiders own 0.22% of the company’s stock.

Hedge Funds Weigh In On TransUnion

Hedge funds have recently bought and sold shares of the business. Massachusetts Financial Services Co. MA lifted its position in shares of TransUnion by 4.8% during the second quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock worth $1,999,436,000 after purchasing an additional 1,046,391 shares during the last quarter. Vanguard Group Inc. lifted its holdings in TransUnion by 2.8% during the 3rd quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock valued at $1,596,587,000 after buying an additional 517,098 shares in the last quarter. State Street Corp lifted its holdings in TransUnion by 62.2% during the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after buying an additional 2,600,425 shares in the last quarter. William Blair Investment Management LLC boosted its position in TransUnion by 41.7% in the 2nd quarter. William Blair Investment Management LLC now owns 4,739,103 shares of the business services provider’s stock valued at $417,041,000 after buying an additional 1,394,813 shares during the period. Finally, Independent Franchise Partners LLP grew its stake in TransUnion by 119.5% in the 2nd quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock worth $408,927,000 after acquiring an additional 2,530,335 shares in the last quarter.

About TransUnion

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.